Faced with the industry transformation brought about by AI agents, if you had to choose between two options, which one would you prefer to invest in? A. Betting on AI computing power demand: The more widespread AI agents become, the greater the demand for chips, memory, and computing power will likely be. I am more optimistic about the long-term growth potential of AI infrastructure. B bets on the transformation of traditional platforms: AI may change traffic entry points, but traditional platforms still have customers, brands, and service networks. I am more concerned about their transformation through AI and the investment opportunities that may arise after the stock price adjustment.